Tasks: Overview
Tasks
Quick Summary: View the history of all background tasks such as bulk uploads, exports, and data processing jobs.
Overview
The Tasks page shows a history of background operations performed on your account -- bulk uploads, data exports, and other processing jobs. Use it to track progress and identify any failed tasks. Export files download automatically when complete, but you can also download them from this page if needed. If the portal is open in several browser tabs, the file downloads only once — from a single tab.
Navigate to Tasks in the main menu to view the task list.
Note: By default, the list shows tasks from the past 30 days . Use the date filter to view older tasks.
Note: If you don't see Tasks in your menu, ask your company administrator to update your access.
Quick Start
- Navigate to Tasks
- View recent tasks and their statuses
- Click a task name to open the related page (if applicable)
- For exports, click the download icon to save the file
- Use filters to find specific tasks
Task List
The list shows all tasks with these columns:
| Column | Description |
|---|---|
| Create Date | When the task was started |
| Task | Name of the task (clickable link to related page if available) |
| User | The user who initiated the task |
| Status | Current status with progress percentage (for in-progress tasks) |
Task Statuses
| Status | Description |
|---|---|
| Pending | Task is queued and waiting to start |
| In Progress | Task is currently processing (shows progress percentage) |
| Completed | Task finished successfully |
| Failed | Task encountered an error |
| Valid | Data validation passed (for bulk uploads) |
| Invalid | Data validation found errors (for bulk uploads) |
| Saving | Validated data is being saved (for bulk uploads) |
| Saved | Data has been saved successfully (for bulk uploads) |
| Cancelled | Task was cancelled before completion |
Filters
Click the Filter button to filter by:
| Filter | Options |
|---|---|
| Status | Filter by task status |
| Import | Order Bulk Upload, Order Bulk Update, Workshop Bulk Upload, RMA Bulk Upload, Products Bulk Upload, Products Bulk Update, Custom Values Upload, Group Items Bulk Upload, ASN Items Bulk Upload |
| Export | Sales Order Line, Sales Order Header, Tracking, Return Order Line, Return Order Header, Return Item, Product, Group Item, Packaging, ASN, Work Order |
| Other | Other task types |
Use the Create date picker to filter by date range. Use the search bar to find tasks by name.
Downloads
For export tasks, a download icon appears in the Status column when the export is complete. The file also downloads automatically in your browser when the export finishes. If the portal is open in several browser tabs, the file downloads only once — from a single tab. Click the download icon to re-download the file if needed.
Task Types
Import Tasks
Import tasks are created when you perform bulk uploads:
| Task | Triggered By |
|---|---|
| Order Bulk Upload | Uploading orders via CSV |
| Order Bulk Update | Updating orders via CSV |
| Products Bulk Upload | Uploading products via CSV |
| Products Bulk Update | Updating products via CSV |
| Custom Values Upload | Uploading customs values |
| Group Items Bulk Upload | Uploading group items via CSV |
| ASN Items Bulk Upload | Uploading ASN items via CSV |
| RMA Bulk Upload | Uploading return orders via CSV |
Import tasks go through validation stages: Pending → In Progress → Valid or Invalid → Saving → Saved or Failed.
Export Tasks
Export tasks are created when you download data from list pages:
| Task | Triggered By |
|---|---|
| Order Line/Header Export | Exporting orders |
| Tracking Export | Exporting tracking data |
| Return Orders/Items Export | Exporting returns |
| Products Export | Exporting product data |
| ASN Export | Exporting ASN data |
| Work Order Export | Exporting work orders |
Export tasks progress: Pending → In Progress → Completed or Failed. The file downloads automatically in your browser when the task reaches Completed — once, even if the portal is open in several browser tabs. You can also download it from the Tasks page at any time.
Workflows
Workflow: Check Bulk Upload Status
When: You uploaded a CSV and want to verify it processed correctly.
Steps: 1. Navigate to Tasks 2. Find your upload task (most recent at top) 3. Check the status: - Valid → data passed validation, saving will begin shortly - Saved → upload completed successfully - Invalid → errors found, click the task link to review - Failed → processing error occurred
Result: You can confirm whether your upload succeeded or needs correction.
Workflow: Download an Export
When: You exported data from a list page and need the file (or need to re-download).
Steps: 1. Navigate to Tasks 2. Find your export task 3. Wait for status to show Completed 4. Click the download icon next to the status
Result: The exported file downloads to your computer. (Normally the file downloads automatically as soon as the export completes — use this workflow if you closed the notification or need to re-download.)
Troubleshooting
| Issue | Cause | Solution |
|---|---|---|
| Task shows Failed | Processing error occurred | Click the task name to view details. Retry the operation or contact your Account Manager |
| Task shows Invalid | Validation errors in uploaded data | Click the task link to review errors, fix your CSV, and re-upload |
| Export task stuck in In Progress | Large dataset being processed | Wait a few minutes and refresh. Large exports may take longer |
| Export file did not download automatically | Browser blocked the download, or the download was claimed by another open tab | Open the file-download notification and click View, or use Tasks to download the file |
| Cannot find a task | Older than 30 days or filtered out | Adjust the date range filter to include the relevant period |
| Cannot see Tasks menu | Missing permissions | Ask your company administrator to update your access |
Related Documentation
FAQ's
How long are task records kept? The default view shows 30 days . Use the date filter to access older task records.
Can I cancel a running task? Tasks process automatically and typically complete quickly. If a task appears stuck, contact your Account Manager.
Why didn't my export file download automatically? Your browser may have blocked the download, or another open tab already claimed the download. Open the file-download notification and click View, or find the task on this page and click its download icon.
Why does my upload show "Invalid"? Your CSV contains errors that need fixing. Click the task link to see which rows have issues, correct them in your file, and upload again.